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Stock Opinions by John Kaiser

COMMENT

They just put a mine into production. The good news is they have produced more karats than expected, but the bad news is what has happened in India. He hopes it stabilizes and goes away.

precious metals
WATCH

They are going to mine both gold and antimony on a decommissioned site, but it only works at $1600 gold. They are raising money, permitting and drilling, but will anything get permitted in Idaho with Trump’s anti-globalization policies. Antimony mostly comes from China.

oil / gas
BUY

In February they finally got approval. Brazil has been hard to get permits in because of the bureaucracy. We are waiting for cash flow to start and for gold to go up.

precious metals
BUY

One of his favourites that turned into a train wreck. It had to be reorganized. They are still doing gold-in-groundwater activity. They are using a technology that no one else has ever done for gold.

precious metals
DON'T BUY

Quebec area. They have new management. New geophysics has been done. They realize there is a lot more going on in this area. He prefers other operating in the same area. He thinks there is nothing going on on the property MKR-X operates in.

metal mines
SELL

They have been fighting being stopped in the permitting cycle. The short sellers say this thing is not economic, but others point to Trump’s changes to the EPA and how it will speed up permitting. He thinks it will still take years. He thinks the rally is over.

precious metals
COMMENT

The Congo is a very interesting place. There is civil unrest. The place is turning into a potential timber box. Cobalt prices are going up because it is a key ingredient in Lithium Ion batteries. A civil war would disrupt operations in this country.

metal mines
DON'T BUY

They made a chromium discovery, but first nations’ opposition to development forced them to give up. The nickel price is still kind of weak and they are still trying to overcome the opposition. The warm winter this year has made exploration difficult in this area. Longer term, a chromium mine here would serve all of North America.

precious metals
BUY

Fiji is an interesting place. They have raised $85 Million last year when it was tough. If they get this thing going it will build up confidence. They are putting a relatively small scale gold mine into production while doing exploration. They should eventually get bought out.

Mining
STRONG BUY

This is in the Dominican Republic. They just published a pre-feasibility study. They have a big producer as a partner in this. They are exploring for even bigger and better discoveries. It deserves to be put into production at current commodity prices.

precious metals
N/A

Markets. Something really big is underway. We are going back to a 90s style funding culture of exploration and discovery. In the last month the shift has brought it back home to him when companies started reviving projects that did not work in the past. They are now doing brute force drilling and not only hoping to hit something, but gathering a lot of geological data.

Unknown
PAST TOP PICK

(Top Pick Mar 7/16, Up 135.48%) He thinks it is going to go a lot further in the next couple of months when we hear they have the mine lease. They are putting only a fraction of the deposit into production because demand has to develop. Any user needs reliable supply. These discoveries in Australia are a game changer. This market could explode.

Mining
PAST TOP PICK

(Top Pick Mar 7/16, Up 411.83%) The manganese content was 1.3%, which is not a show stopper. A short selling syndicate attacked the company. The story was withdrawn the next day.

Mining
PAST TOP PICK

(Top Pick Mar 7/16, Up 40.74%) It has been a disappointment. They did not raise the capital they wanted. They are going to do some more drilling. It is one of the best diamond discoveries in the last 6 years. There is no caribou migration problem in this area of Baffin Island.

other mines
BUY

It is a small scale producer in Ecuador. They worked with the government to change the rules. Thumbs up on Ecuador.

precious metals
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